Unclaimed
Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, with over 30 years of experience in the financial services industry. Carol is registered with the state of Missouri as an Investment Advisor Representative (IAR). Carol previously worked with MetLife Securities Inc. and Metropolitan Life Insurance Company. Carol holds the Series 6, Series 63, and Series 65 licenses. Carol offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MO
11/01/2021 - Present
Ameritas Advisory Services, LLC (CHESTERFIELD MO)
CO
02/27/1991 - 10/22/2010
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
MO
02/27/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WASHINGTON MO)
IA
Issued 01/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Henrick is the right advisor for you? Invested Better is here to help.